DIRECTOR, GLOBAL RE ACCOUNTING & ADMINISTRATION
Accomplished Certified Public Accountant with extensive private and public sector financial accounting, reporting and software knowledge and experience. Track record of successfully applying critical thinking and problem solving skills in a variety of industries. Influential and persuasive public speaker, excellent writer and effective communicator.
Specialties: Subject Matter Expert in GAAP Lease Accounting including FAS 13, EITF 97-10 and Topic 842 as drafted. Subject Matter Expert of the capabilities/shortfalls in many of the Gartner Magic quadrant of Integrated Workplace Management Systems (IWMS) as well as Oracle ERP and Property Management Systems.
Areas of Expertise
US GAAP with emphasis in Lease Accounting
Integrated Workplace Management Systems (IWMS)
REIT conversions including accounting and supplemental reporting
Large scale RE Portfolio management and reporting
Business process reengineering with focus on operational and system solutions
Holistic problem solving approach
Client and task oriented
Proven record of delivering outstanding results
Iron Mountain Information ManagementBoston, MADirector, Global RE Accounting & Administration06/2008 to Current
Prepared and implemented a remediation plan to address Significant Deficiencies which existed in IM North America RE dept. for 2 years; resulted in clean opinion.
Expanded scope to assess lease accounting operations and related internal controls for Global Portfolio including over 1,100 facilities containing approx. 62M sq. ft. within 37 countries.
Led team of 7 FTE's to support daily North American Accounting and Administration operations; developed and implemented RE industry best practices for International constituents.
Managed the Global RE component of IM's initial conversion to a REIT (7 countries, over 1,000 facilities and 57m sq. ft.) based on overall GRE knowledge.
Provided REIT conversion guidance and support to all global RE functions (Lease Acct, Lease Admin., Transactions, FM, PM) from an operational and reporting perspective.
Managed the full Oracle Property Manager System upgrade from v11i to R-12; measurement of all facilities to determine QRS, TRS spaces; implementation of intercompany QRS/TRS subleases; preparation and reporting of REIT Supplemental data.
Prepared and executed a Lease Admin restructuring plan to support IM's strategy to leverage IM Offshore resources and Outsource Partners.
Assessed the company's overall readiness to implement the upcoming Standard; Leases (Topic 842). Assessment was primarily focused on the functionality of current RE systems (Oracle Prop Mgr. r12) and availability of required data.
Identified deficiencies from both a transactional and reporting perspective which led to the issuance of an RFP and selection of IBM's Tririga IWMS.
Participated in the procurement, configuration and implementation of Tririga IWMS as the Lease Accounting/Administration SME.
Siegfried GroupBoston, MADirector, GAAP and SEC Reporting01/2005 to 06/2008
Provided technical expertise to publically traded companies which leveraged my expertise in GAAP, Auditing, SEC filings, and SOX.
Provided operational work flow analysis and redesign consulting services.
Clients included Iron Mountain, Interpublic Group, PwC, Apollo Investment Group, Bio Key International and Advanced Electron Beams.
Vitale, Caturano LLP (merged with McGladrey)Boston, MAAudit Manager01/2003 to 01/2005
Participated in the development of the newly established SEC Publically Traded Specialty Practice of largest regional firm in New England.
Managed audit engagements with a focus on the Manufacturing, Hi Tech and Software industries.
Clients included Ameresco, Maine Public Utilities Commission, multiple Energy and Utility companies.
DeloitteBoston, MAAudit Senior07/1997 to 01/2003
Managed Fortune 1000 audit engagements, which included interim and year end audit procedures, SEC filing of Form 10K and 10Q Quarterly reviews and SOX procedures.
Trained staff on audit procedures within the Real Estate, Manufacturing and Technology industries.
Clients included Daka International (owner of Fuddruckers, Champions Restaurant), Hyatt Hotels, CrossPoint (subsidiary of Blackstone), LoJack, Standex International, Vermont Public Service Group and State Treasurer's Office.
Office of Mass ComptrollersBoston, MADirector, Commonwealth Payroll Operations07/1994 to 06/1997
Represented the State Comptrollers Office as an RFP selection board member in the analysis and selection of a Compensation, Personnel, Insurance management system to support the entire Commonwealth.
Contributed to the selection decision of $50m PeopleSoft software system with Andersen Consulting as an integration partner.
Managed Commonwealth Single Audit Act Internal Controls compliance (framework for SOX).
Office of Mass ComptrollersBoston, MAManager, Commonwealth Payroll Operations06/1988 to 06/1994
Managed staff of 6 which processed the weekly and monthly Centralized Payroll Operations for the Commonwealth of Massachusetts.
Managed statewide operations including an employee base of 75k employees and annual expenses of approx. $1.4B.
MBA:Finance/AccountingBabson College - Franklin W. Olin Graduate School of Business, Wellesley, MAFinance/Accounting
Bachelor of Science:BioChemNortheastern University, Boston, MABioChemistry
Town of Essex Finance Committee, Chairman
Manchester Essex Regional District School Committee, Vice Chairman
St John's Church; Finance Committee Member, Lector
Ability to completely understand customer needs and deliver exceptional customer experience; Ability to achieve high performance levels through personal effectiveness, team leadership and performance management techniques; Continual personal professional development; Strong interpersonal skills; Ability to create a working environment which supports high performance; Ability to develop future leaders.